Wednesday, March 23, 2011
Global inventories held by semiconductor suppliers surged to their highest level in two and a half years during the fourth quarter of 2010. (Source: IHS iSuppi)
The global electronics industry has luckily weathered shortages of raw silicon wafers and other key semiconductor components no longer being manufactured after the earthquake, tsunami and nuclear-accident in Japan. As luck would have it, inventories had just reached pre-recession highs. However, as on-hand and warehoused supplies dwindle, the biggest players are scrambling to line up alternative sources of key components. And if our luck runs out, it will likely force prices higher as manufacturers compete for scarce remaning supplies.
Further Reading: http://bit.ly/NextGenLog-halk
Posted by R. Colin Johnson at 9:37 AM